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Bogart Wealth LLC’s S&P Global SPGI Stock Holding History

Bogart Wealth LLC’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.9M Buy
36,690
+1,197
+3% +$505K 0.51% 42
2026
Q1 		$15.1M Buy
35,493
+805
+2% +$374K 0.58% 33
2025
Q4 		$18.1M Sell
34,688
-1,589
-4% -$786K 0.73% 24
2025
Q3 		$17.7M Buy
36,277
+10,102
+39% +$5.41M 0.72% 25
2025
Q2 		$13.8M Buy
26,175
+1,017
+4% +$508K 0.59% 35
2025
Q1 		$12.8M Buy
25,158
+6,790
+37% +$3.47M 0.6% 32
2024
Q4 		$9.15M Buy
18,368
+1,370
+8% +$695K 0.43% 55
2024
Q3 		$8.78M Sell
16,998
-2,559
-13% -$1.27M 0.42% 58
2024
Q2 		$8.72M Buy
19,557
+498
+3% +$214K 0.44% 52
2024
Q1 		$8.11M Buy
19,059
+8,101
+74% +$3.51M 0.42% 59
2023
Q4 		$4.83M Buy
10,958
+789
+8% +$311K 0.27% 89
2023
Q3 		$3.72M Buy
10,169
+4,303
+73% +$1.69M 0.23% 93
2023
Q2 		$2.35M Buy
5,866
+1,020
+21% +$373K 0.15% 102
2023
Q1 		$1.67M Buy
4,846
+130
+3% +$45.8K 0.11% 107
2022
Q4 		$1.58M Buy
4,716
+738
+19% +$243K 0.11% 113
2022
Q3 		$1.22M Buy
3,978
+624
+19% +$223K 0.1% 106
2022
Q2 		$1.13M Buy
3,354
+706
+27% +$252K 0.1% 106
2022
Q1 		$1.09M Buy
+2,648
New +$1.08M 0.09% 109

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bogart Wealth LLC's SPGI Position: Q2 2026 in Review

Bogart Wealth LLC increased its S&P Global (SPGI) stake by 3.4% in Q2 2026, buying an estimated $505K and bringing the position to 36,690 shares worth $14.9M. The position accounts for 0.51% of the portfolio, ranked #42.

Bogart Wealth LLC first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $18.1M in Q4 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Bogart Wealth LLC held 36,690 shares of S&P Global worth $14.9M as of Q2 2026.
  • Bogart Wealth LLC bought 1,197 S&P Global shares in Q2 2026, an estimated $505K.
  • S&P Global made up 0.51% of Bogart Wealth LLC's portfolio in Q2 2026, its #42 holding.
  • Bogart Wealth LLC first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
  • Bogart Wealth LLC's S&P Global position peaked at $18.1M in Q4 2025.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.